New Harbor Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

New Harbor Financial Group’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-739	Closed	-$248K	–	65
2025 Q4	$248K	Hold	739	–	–	0.05%	44
2025 Q3	$243K	Buy	+739	New	+$233K	0.05%	45
2016 Q3	$5K	Buy	+50	New	+$5.54K	0.01%	79
2015 Q3	–	Sell	-300	Closed	-$32K	–	172
2015 Q2	$32K	Sell	300 -400	-57%	-$43.6K	0.03%	57
2015 Q1	$75K	Hold	700	–	–	0.08%	32
2014 Q4	$74K	Buy	+700	New	+$72.4K	0.09%	28
2014 Q3	–	Sell	-720	Closed	-$73K	–	89
2014 Q2	$73K	Sell	720 -156	-18%	-$15.4K	0.08%	38
2014 Q1	$85K	Buy	+876	New	+$83.9K	0.08%	33

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New Harbor Financial Group's VTI Position: Q1 2026 in Review

New Harbor Financial Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 739 shares — an estimated $248K sold.

New Harbor Financial Group first reported a position in VTI in Q1 2014 and held it in 8 quarters. The position peaked at $248K in Q4 2025. 3,570 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

New Harbor Financial Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
New Harbor Financial Group sold 739 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $248K.
New Harbor Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2014 and held it in 8 quarters.
New Harbor Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $248K in Q4 2025.
3,570 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on New Harbor Financial Group's 13F filing for Q1 2026, filed 5 May 2026.